Tesla Investor Blog

I wasn't planning on making a post about this, but I'm seeing a lot of forum posts and videos popping up with predictions and financial models. Although these aren't necessarily less accurate than my own, they are definitely less detailed. I've been doing quite a bit of research and analysis into Tesla as of late, mostly in preparation for a future blog post. In the process I've spent a lot of time making various spreadsheets, and I feel like I may as well share the parts that are relevant to next week's Q2'19 earnings report. So here goes. If you're on a PC it might be easier to follow along if you open one of these spreadsheets: Q2'19 Earnings Forecast PDF Q2'19 Earnings Forecast Numbers Q2'19 Earnings Forecast Excel Automotive Revenue & Margins The delivery numbers were taken from Tesla's Q2'19 Deliveries announcement . To explain to you how I estimated the rest of the numbers, I need the help of two more...

First of all, I'd like to thank everybody who read my Tesla Investment Thesis . I was happy to hear that people enjoyed reading it. I'm not going to spend 80 hours writing Tesla blog posts every week, but I do plan to write more about Tesla and investing in Tesla when I have time and when there are things I want to write about. As I'm sure most of you are aware, next week on the 24th of July Tesla will announce its 2nd quarter 2019 financial results, and hold a live Q&A to answer questions from selected investors. Since Q1'18 they have also answered a number of popular questions from retail investors through the website Say.com . I'm expecting they will do the same this quarter, but retail investors cannot submit questions yet, so we will have to wait and see. This blog post is going to be a pretty short one. Basically, I'd just like to share what topics I would most like to hear discussed on the upcoming conference call. Two topics will be noticeably ab...